Delete an Active Parent Territory Using Import Management

In this example, you want to delete a parent territory (NAM Parent Territory which covers the countries in North America, and its three child territories which cover United States, Canada, and Mexico).

You achieve this by creating a sales territory import file that contains the unique territory number of the parent territory you want to delete. All child territories are also deleted during import.

  1. Create your comma separated delimiter file that contains the column name UniqueTerritoryNumber and the value of the unique territory number of the NAM parent territory.

  2. Click Navigator > Import Management.

  3. In the Manage Imports page, click Create Import Activity.

  4. In the Enter Import Options page, select or enter these options.

    Field Name

    Value

    Name

    Delete NAM Parent Territory

    Object

    Sales Territory

    File Name

    Delete NAM Parent Territory.csv

    Import Mode

    Delete records

  5. Click Next.

  6. In the Map Fields page, click Next.

  7. Click Submit.

  8. Verify that the import activity completed.

  9. Go to your active territories and confirm that the parent and child territories are gone.